See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,509 | $138,065-46.8% | $123,544-40.5% | $135,375-45.7% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -3.94% | 153.68%-157.6pp | 119.20%-123.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,548 | $5,151-70.0% | $4,628-66.6% | $4,779-67.6% |
| Participant deferral / active EE | $6,236 | $6,799-8.3% | $6,426-3.0% | $5,609+11.2% |
| Admin fee / account holder | $3,601 | $10,916-67.0% | $9,284-61.2% | $10,827-66.7% |